# Tasks

Tasks is how your accountant or team communicates with you inside Kick. Instead of emails back and forth, they can assign you a task directly tied to the [transactions](/common-workflows/transactions.md) that need attention.

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### What you can do with Tasks

* **Assign work** to team members or your accountant with due dates and priorities  
* **Attach transactions** that need review, receipts, or clarification directly to a task  
* **Manage workflows** like monthly or annual reviews  
* **Communicate** in a dedicated chat thread with full context  
* **Track progress** across your team and accountant with status updates and filters

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### Creating a task

1. Go to **Tasks** in the sidebar  
2. Click **New task**  
3. Enter a title describing what needs to be done  
4. Set the **Assignee**, **Due date**, **Entity**, and **Priority**  
5. Click **Create task**

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#### Adding transactions to a task <a href="#adding-transactions-to-a-task" id="adding-transactions-to-a-task"></a>

Attach transactions directly to a task so your team or client sees exactly what needs attention — with full context preserved.

1. Go to **Transactions** and select one or more transactions  
2. In the **Bulk Actions** toolbar on the bottom of the screen, click the **options menu (⋯)**  
3. Select **Create task**  
4. Fill in the task details and click **Create task**

The task displays the same columns shown in your Transactions view. Configure visible columns before creating the task to customize the table. **Use this when:**

* Requesting documents or explanations for specific expenses  
* Flagging transactions that need client review  
* Assigning a batch of uncategorized transactions to a team member

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#### Chat on Task <a href="#chat-on-task" id="chat-on-task"></a>

Each task has a chat thread for back-and-forth discussion with your team or client. **Best practice:**

* Use the task chat thread for questions and status updates  
* Ask clients to add **Notes** directly to transactions for transaction-specific explanations

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#### Email notifications <a href="#email-notifications" id="email-notifications"></a>

Assignees receive a daily digest at **6 AM PT / 9 AM ET** for:

* New tasks assigned to them  
* New comments on their tasks  
* Tasks due that day

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#### Editing a task <a href="#editing-a-task" id="editing-a-task"></a>

1. Go to **Tasks** in the sidebar  
2. Click any field to edit inline: Title, Due date, Entity, Priority, Assignee, Status  
3. Click the task row to open the detailed view for comments and attachments

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#### Choosing the right tool <a href="#choosing-the-right-tool" id="choosing-the-right-tool"></a>

| Tool                  | Best for                                           | Where it lives              |
| --------------------- | -------------------------------------------------- | --------------------------- |
| **Tasks**             | Assigning work, tracking workflows, batch requests | Tasks tab                   |
| **Notes**             | Transaction-specific explanations                  | Note column on Transactions |
| **Transaction links** | Quick questions when clients aren’t in Kick        | Share via email/Slack       |